Learn how to use Excel's What-If Analysis tools to master your finances and achieve your savings or loan goals effortlessly.

A key enabler of this shift has been the emergence of powerful technology tools for supporting financial planning and analysis. Over time those capabilities have evolved from spreadsheets to ...

A financial system is more than a portfolio. It integrates all aspects of your financial life, aligns short-term decisions ...

While DIY planning can be a good starting point, it may lack the in-depth analysis and security that a financial advisor can provide. "Financial advisors can help you create a financial plan by ...

RADNOR, PA — eMoney Advisor (eMoney) has launched an enhanced version of its Needs Analysis feature, a user-friendly planning ...

Good financial planning addresses underlying beliefs, feelings and unconscious thoughts about money, which shape financial ...

The Fidelity-owned fintech aims to help advisors connect with mass market and mass affluent prospects with single-goal ...

Create a lasting legacy that goes beyond finances. This article explores strategies for transferring both wealth and values.

Personal financial planning is offered as either a track option within ... area with the PFP track are required to complete FNCE 2010 Fundamentals of Financial Analysis, FNCE 3010 Corporate Finance ...

Net Health, a trusted source for specialized software solutions that empower healthcare providers, announced today that Christy Totin has been promoted to Chief Financial Officer, effective March 30, ...

Money Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced the launch of the newly enhanced Needs Analysis feature. This simple, ...